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UHNW Financial Planning Administrator - Manchester - Salary to £36,000

UHNW Financial Planning Administrator - Manchester - Salary to £36,000

MI Search Ltd

Posted 15 days ago, valid for 4 days

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

A financial planning practice in Manchester is seeking a financial planning administrator to join their team.
The role involves inputting new business applications, providing technical support, and assisting with suitability reports.
Candidates must have experience in a financial planning administrator role.
Excellent communication and teamwork skills are preferred for this position.
The basic salary for this role is up to £36,000, along with pension and benefits.

This financial planning practice, speacialising in providing bespoke complex advice to HNW and UHNW clients is currently seeking a financial planning administrator to work as part of their busy team in Manchester.

In this role you will undertake tasks including inputting new business applications and following these cases through to completion; providing technical support both internally and externally with clients, and assisting in the production of suitability reports.

You must have experience working in a financial planning administrator role and ideally have excellent communication and team working skills.

Basic salary to £36,000, pension and benefits

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UHNW Financial Planning Administrator - Manchester - Salary to £36,000

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